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Compare · MCR vs NUV

MCR vs NUV

Side-by-side comparison of MFS Charter Income Trust (MCR) and Nuveen Municipal Value Fund Inc. (NUV): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both MCR and NUV operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • NUV is the larger of the two at $2.07B, about 7.8x MCR ($265.4M).
  • MCR has hit the wire 5 times in the past 4 weeks while NUV has been quiet.
MetricMCRNUV
Company
MFS Charter Income Trust
Nuveen Municipal Value Fund Inc.
Price
-
-
Market cap
$265.4M
$2.07B
1M return
-
-
1Y return
-
-
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
1989
1987
News (4w)
5
0
Recent ratings
0
0
MCR

MFS Charter Income Trust

MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.

NUV

Nuveen Municipal Value Fund Inc.

Nuveen Municipal Value Fund, Inc. is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund also invests some portion of its portfolio in derivative instruments. It invests in undervalued municipal securities and other related investments the income, exempt from regular federal income taxes that are rated Baa or BBB or better. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Standard & Poor's (S&P) National Municipal Bond Index. Nuveen Municipal Value Fund, Inc. was formed on April 8, 1987 and is domiciled in the United States.